Unclaimed
Nathan Buckles is a financial advisor with over 15 years of experience in the industry. Nathan is currently registered with Cetera Investment Advisers LLC and has previously worked with firms such as VOYA FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WELLS FARGO ADVISORS, LLC. Nathan is licensed to provide financial advice in Arizona, California, Colorado, Florida, Illinois, Nevada, and Virginia. Nathan specializes in providing financial planning services, including special needs planning, insurance and investment products. Nathan's focus is on high-net-worth individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
08/01/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/30/2010 - 07/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
03/19/2010 - 09/20/2010
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
AZ
07/03/2007 - 03/23/2010
WELLS FARGO ADVISORS, LLC (SUN CITY WEST AZ)
BOTH
Issued 12/3/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/6/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/2010
Series 7 - General Securities Representative Examination
BC
Issued 7/2/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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